Dataforma vs FieldAware

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Our analysts compared Dataforma vs FieldAware based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Dataforma Software Tool
FieldAware Software Tool

Product Basics

Dataforma is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for companies looking to manage tasks efficiently, from scheduling and dispatching to invoicing and customer management. One of the key benefits of Dataforma is its ability to centralize data, making it easier for businesses to access and analyze information, leading to improved decision-making. Its popular features include work order management, project tracking, and mobile access, which enhances field communication and productivity. When compared to similar products, users often highlight Dataforma's user-friendly interface and robust customer support as distinguishing factors. Pricing considerations for Dataforma typically involve a subscription model, which may vary based on the number of users and the specific features required by the business, making it a flexible option for companies of different sizes.
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FieldAware is a cloud-based solution that helps field service businesses manage their daily operations such as scheduling, dispatching, routing, work order management, asset management, customer management, time tracking, invoicing and reporting. It increases productivity, expedites payment cycles, generates more revenue and improves customer satisfaction.

Its mobile-first technology and open API enable a bidirectional flow of information and data between field and back-office staff as well as other web-based products to provide a complete ecosystem for service automation.
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$69.99/User, Monthly
Get a free price quote
Tailored to your specific needs
$70/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Enhanced Productivity: Organizes all aspects of business like work orders, documentation, invoicing and more. Focus on getting work done and increasing productivity on tasks that matter. 
  • Cost Efficiency: Reduce operational costs by tracking and optimizing work orders, fuel consumption, routes and schedules. 
  • Improved Customer Services: Communicate with customers and update them about work orders and service providers. Improve customer service with better communication and faster turnaround time. 
  • Better Coordination: Boost coordination between users, service providers and customers. Improve task allocation while updating customers with real-time service ETAs. 
  • Mobile Access: Users and contractors can work on the move with Android and iOS apps. 
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  • Automate Workflows: Automate daily operations such as scheduling and dispatch, invoicing and work order management to save time, eliminate manual errors and boost revenue. 
  • Easy to Use and Adopt: Access the system via optimal screen resolutions, intuitive menus, legible data fields and seamless workflows to facilitate faster work order completion. 
  • Configurable and Flexible: Accommodate unique business and workflow requirements for multiple types of fieldwork and industries with its highly configurable, extensible and flexible software. 
  • Improve Operational Visibility: Get complete operational visibility and control with live status updates for work orders, technicians, assets and invoices from a central dashboard. 
  • Increase Customer Satisfaction: Improve first-time fix rates and meet service level compliances to improve customer satisfaction and decrease customer churn. 
  • Rapid ROI: Facilitate fast implementations and easy adoption to get the business up and running, contributing to rapid ROI.  
  • Scalability: Scale enterprise-level features and capabilities to accommodate unique business requirements with efficient toolkits for product enhancements, implementations, training and support. 
  • Made-for-Mobile Solution: Enable field technicians to access work orders, track assets, plan efficient routes, add job documentation, access customer work history, raise invoices, communicate with back-office staff and get customer signatures through fully-featured native apps for iOS and Android devices. 
  • Offline Accessibility: Leverage offline accessibility for remote locations. Sync data as soon as the internet is available. 
  • Open API: Integrate FieldAware with existing business software for ERP, accounting, CRM or custom solutions with an API based on the JSON data-interchange format. 
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  • Database Management: Maintain a database of all contacts, including contractors and customers at a central platform, along with contact details, work orders and service history. 
  • Lead Tracking: Use lead tracking to centrally manage leads, collect granular lead data for targeted marketing campaigns, assign leads to salespersons and analyze lead-close ratios. 
  • Contract Management: Manage contracts with service providers, facilitate long-term relationships with contractors and give customers quicker service delivery. 
  • Document Management: Store, track and exchange a variety of documents with contractors and customers like contracts, quotes, invoices, service photographs, warranty documents and more. Save time spent on paperwork with centralized and organized information. 
  • Inventory Management: Accurately track fleet and inventory metrics like products and equipment, returns to vendors and returns from customers. Check, update and adjust inventory in real time. 
  • Work Order Management: Manage work orders by matching the service request to the most suitable service provider, schedule work orders in advance, track progression for individual orders, capture key information and manage invoices in the same location. 
  • Dispatch Management: Assign service providers, track locations, update customer ETAs and manage dispatch services for each work order. 
  • Portfolio Management: Manage a portfolio of service providers and major projects while making bids and proposals for new projects. 
  • Proposal Generation: Use pre-built proposal formats that include details like the scope of work, exclusions, inspection reports and more. Customize generated proposals to match the organization’s branding and exchange as a PDF. 
  • Project Management: Update and manage a project throughout its lifecycle from contact to completion, with detailed information such as inspection, estimates, key timeline dates, project material and invoice amounts. Monitor workflow scheduling, backlogs and work to be completed in real time. 
  • Correspondence Management: Manages real-time correspondence updates to ensure seamless internal and client-facing communications. It manages a detailed log of phone calls, letters, faxes, emails, messages, meetings and schedules with automated reminders for follow-up actions. 
  • Group Mailers: Engage leads, prospects and customers using customizable mass mailing features. Customize mailing campaigns for different target audiences while personalizing content for each target group. 
  • Billing and Invoicing: Generate accurate and timely invoices through work orders and projects, control overdue invoices, set credit limits, track collections and detailed financial reports. 
  • Purchase Orders and Payables: Create purchase orders for projects, track pending change orders, open purchase orders with a few clicks and analyze spending trends for better financial optimization. 
  • Work Order and Individual Calendars: Generate work orders, assign service providers and schedule work efficiently depending on the location, project type and availability. Let employees schedule their meetings, appointments, events and responsibilities, on individual and company levels. 
  • Service History Tracking: Maintain service histories by address, company or contact. Store critical information like proposals, renders, photographs, written descriptions, invoices, warranties and client and service provider contact details in a unified manner. 
  • Warranty Management: Upload, save, view, manage, share and update all warranty documents. Notify customers about expiring warranties using automated reminders. 
  • Customizable Dashboard: Use a customizable dashboard to quickly access, monitor and analyze business-critical information like work orders, client information, financial figures, scheduled alerts and activity reminders at a glance. 
  • Reports: Generate accurate and insightful reports on accounts receivable, open project status, work orders, inventory and more. Use filters for more details on certain aspects. 
  • Accounting Integration: Integrate with third-party accounting modules to manage accounts receivable, accounts payable, cash receipts, purchase orders and project costing. 
  • Google Maps Integration: Integrate with Google Maps to gain real-time insights on project and service provider locations and track transportation and asset deployments. 
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  • Scheduling and Dispatch: Automate job scheduling and dispatch based on service regions, technician skills, location and route efficiency. View real-time location and availability of field workers to assign jobs and dispatch resources efficiently. 
  • Route Optimization: Cut down transit time, and optimize route planning with the most cost-, time and fuel-efficient route for each field technician and corresponding work orders. 
  • Work Order Management: Create work orders with customer location, contact information and service requests, associated tasks and checklists, required assets and equipment, service history, photos and manuals. 
  • Asset Management: Maintain a detailed record of assets to schedule maintenance, recognize upsell opportunities, and document issues and repairs. 
  • Barcode Scanner: Enable field staff to scan barcodes to pull up item or asset details, including make, model and serial number while adding notes, photos and attachments to assets and tasks. 
  • Customer Portal: Create a branded customer portal to let customers submit word order requests, check job statuses and service history, access invoices and pay bills. 
  • Forms:  Create and maintain editable PDF forms to manage incident reports, safety checklists and customer surveys. Form data automatically synchronizes with jobs and other business solutions to maintain transparency of information. 
  • Knowledge Management: Maintain a knowledge base for field staff to share business expertise, standard operating procedures and tips in the form of documents, videos and images. 
  • Alerts and Notifications: Send real-time updates to field staff about work order allocation. Notify customers through email and SMS at all stages of the service cycle. 
  • Time Management: Manage employee timesheets for each work order and record labor costs for seamless payroll processing. 
  • External Integrations: Get pre-built integrations with NetSuite, QuickBooks, Salesforce, Xero and CentralBOS. Open API facilitates custom integrations with other accounting, ERP, CRM and business solutions, as required. 
  • Invoicing: Create and share customizable and brandable estimates, quotations, invoices, waiver forms and work orders on the field through SMS or email. Capture client signatures, collect payments and sync transactional data with accounting tools. 
  • Reporting and Insights: Access 12 standard reports and an intuitive report builder to monitor key performance indicators and visualize data at a glance. 
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Product Ranking

#8

among all
Field Service Management Software

#69

among all
Field Service Management Software

Find out who the leaders are

User Sentiment Summary

Great User Sentiment 212 reviews
Fair User Sentiment 62 reviews
86%
of users recommend this product

Dataforma has a 'great' User Satisfaction Rating of 86% when considering 212 user reviews from 3 recognized software review sites.

66%
of users recommend this product

FieldAware has a 'fair' User Satisfaction Rating of 66% when considering 62 user reviews from 1 recognized software review sites.

4.0 (4)
n/a
4.3 (103)
3.28 (62)
4.3 (105)
n/a

Synopsis of User Ratings and Reviews

Functionality: The system streamlines operations, organizes current and upcoming work and helps field technicians process work orders swiftly. Users can quickly collect required information from clients to serve them better, noted 82% of users who talked about the product’s functionality.
Billing: Nearly 77% of reviewers who talked about billing said that the product offers tools that simplify billing and accounting. It tracks labor hours and costs to process payroll.
Reporting: About 83% of users that mentioned reporting said that the product offers numerous fields and subcategories to customize reports and find required data.
Support: The system is backed by prompt and efficient customer support to resolve product-related issues and queries, said about 80% of users who talked about support.
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Easy to Use: FieldAware is designed with a user-friendly interface that is simple and straightforward for both office staff and field technicians to navigate.
Streamlined Scheduling and Dispatching: The software provides efficient tools for scheduling and dispatching technicians, optimizing routes, and providing real-time job tracking.
Real-Time Job Tracking: FieldAware allows for real-time tracking of job progress and status updates, keeping everyone informed and improving communication between the office and field teams.
Mobile Accessibility: The FieldAware mobile app empowers field technicians to access job details, customer information, and complete tasks on-the-go, increasing efficiency and productivity.
Integration with Other Software: FieldAware integrates with popular business software such as QuickBooks, streamlining accounting and other business processes.
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Duplication: The system doesn’t send notifications for multiple users entering the same information, leading to information duplication, noted 77% of users who talked about information duplication.
Usability: Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions to get acquainted with its capabilities and enter information.
Cost: The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.
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Limited Reporting: FieldAware's reporting features are not as robust as some users would like, limiting the ability to analyze business data in depth.
Minimum User Requirement: A minimum of 20 users is required to use FieldAware, which can be a barrier for smaller businesses.
Customer Support Issues: Some users have reported experiencing challenges with FieldAware's customer support, such as slow response times or difficulty getting issues resolved.
Team Visibility Limitations: Team members cannot view their dispatch assignments directly and rely on the Team Lead for this information, potentially hindering proactive communication and coordination.
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Dataforma streamlines business operations, tracks projects, sets accountability and stores crucial information in one place. It provides tools that help users with billing, accounting and processing payroll. Its numerous filters and subcategories provide analytics and in-depth reporting into strengths and weaknesses for critical decision-making. The system is backed with efficient and prompt customer support and offers thorough training to new users. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI and doesn’t send notifications when duplicate data is entered. It is expensive for small businesses, has a steep learning curve and requires numerous steps to create sales correspondence.

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Is FieldAware software really as keen as it seems in the field service management arena? User reviews from the past year reveal a mixed bag. On the upside, FieldAware consistently earns praise for its user-friendly interface, particularly for field technicians who find it intuitive and easy to navigate. This ease of use extends to features like scheduling, dispatching, and time tracking, streamlining daily operations for field teams. Users also appreciate the software's ability to improve back-office efficiency, citing faster invoicing and more detailed job records as key benefits. However, FieldAware isn't without its drawbacks. Some users point to limitations in reporting features, making it difficult to extract in-depth insights from their data. Occasional issues with customer support have also been reported, potentially hindering timely problem resolution. Moreover, FieldAware has been criticized for lacking certain advanced features found in competitors like ServiceTitan, such as automated customer communication tools. For instance, one user pointed out the absence of automatic text message notifications for customers when a technician is on the way. Overall, FieldAware appears best-suited for small to mid-sized businesses with mobile workforces seeking a user-friendly solution for managing core field service operations. Its strengths lie in its intuitive interface, efficient scheduling and dispatching capabilities, and seamless integration with other business software like QuickBooks. However, companies requiring robust reporting features or seeking more advanced automation capabilities might find FieldAware lacking and should explore alternative options.

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